A.G. Morgan Financial Advisors, LLC

New York

Registered In

06/10/2014

Incorp. Date

Company Summary

A.G. Morgan Financial Advisors, LLC at Nassau County lists A.G. Morgan Financial Advisors, Llc of Massapequa, NY as the associate.

A.G. Morgan Financial Advisors, Llc DOS Process

5260 MERRICK RD, MASSAPEQUA, NY 11758

Nassau County View Map

Form 5500

5260 Merrick Rd, Massapequa, Ny 11758 (516) 798-1100 EIN:47-1246181 Plan Admin:Vincent J. Camarada

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameA.G. MORGAN FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY10 / 10 Assets BOY/EOY$481,933 / $466,827	2022	A.G. MORGAN FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN - Plan #002	10 / 10	$481,933 / $466,827
2022	Plan NameA.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$455,910 / $447,664	2022	A.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	11 / 11	$455,910 / $447,664
2021	Plan NameA.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$294,263 / $455,910	2021	A.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	10 / 10	$294,263 / $455,910
2020	Plan NameA.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$116,752 / $294,263	2020	A.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001	9 / 9	$116,752 / $294,263
2019	Plan Name401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF A.G. MORGAN FINANCIAL ADVISORS, LLC Plan #001 Participants BOY/EOY11 / 8 Assets BOY/EOY$0 / $116,752	2019	401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF A.G. MORGAN FINANCIAL ADVISORS, LLC - Plan #001	11 / 8	$0 / $116,752

Benefit & Retirement Plans based on Form 5500.

A.G. Morgan Financial Advisors, LLC Registered in Connecticut	Massapequa, NY		View Report

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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor

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